Who We Are

Docupace is a technology company built for the financial services industry.

Docupace is a technology company built for the financial services and wealth management industry. For over 15 years, we’ve dedicated our resources to solving the most frustrating and time-consuming problems that advisors, broker-dealers, and RIAs face on a daily basis.

We are based in Los Angeles, and our team is built from a diverse set of talents: software developers, technology leaders, compliance and security specialists, mathematicians, management experts, financial professionals, client services geniuses—they all come together to make us the leading universal workflow and document management automation software choice for financial service and wealth management firms and their advisors everywhere.

What We Do

By eliminating transactional paperwork and its associated costs, we make work easier for financial services professionals, and increase profit for their firms.

Our cloud-based, end-to-end software solution contains a suite of tools, workflows, integrations, and APIs that improve compliance, simplify audits, smooth personnel transitions, and more.

We also protect our clients from cyber security risks, with a full suite of security services tailored to the needs of financial services firms.

Our Investor

FTV Capital is a growth equity investment firm that has raised over $3.7 billion to invest in high-growth companies offering a range of innovative solutions in three sectors: enterprise technology & services, financial services and payments & transaction processing. FTV’s experienced team leverages its domain expertise and proven track record in each of these sectors to help motivated management teams accelerate growth. FTV also provides companies with access to its Global Partner Network®, a group of the world’s leading enterprises and executives who have helped FTV portfolio companies for two decades. Founded in 1998, FTV Capital has invested in more than 110 portfolio companies, including a number of successful companies in the asset and wealth management space such as Apex Fund Services, Enfusion, Financial Engines, InvestCloud, Riskalyze, Strata Fund Solutions and True Potential. FTV has offices in San Francisco and New York. For more information, visit www.ftvcapital.com.

Leadership Team

Rickey Bijlani
Marketing
Rickey Bijlani is the Director of Marketing at Docupace, overseeing the marketing team, including corporate marketing, brand, product marketing, and growth. Rickey brings more than 20 years of management experience across public a...
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Christina Cavalli
Human Capital
Christina Cavalli is the Director of HR at Docupace. Christina leads Human Capital Strategy at Docupace reinforcing strong company culture in talent acquisitions, employee experience, and engagement programs and implementing rewar...
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Judie Endemann
Operations
With over 20 years in advanced technology, Judie’s experience spans Human Resources, Legal and Admin, to currently overseeing Operations at Docupace. Judie has supported executive teams through a variety of growth cycles, from e...
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Joel Friedman
Client Advocacy
Joel Friedman serves as the Chief Customer Officer (CCO) at Docupace. As a member of the executive team, Joel works closely with all the teams directly supporting Docupace’s customers, including Professional Services, Support, a...
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Ryan George
Chief Marketing Officer
Ryan George is the Chief Marketing Officer at Docupace. He is responsible for the company’s brand awareness, early-stage sales pipeline, content strategies, customer and industry insights, internal and external communications, d...
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David Knoch
Chief Executive Officer
David Knoch is an accomplished leader and financial services executive with more than 20 years of experience in the financial advice industry. David most recently served as president of 1st Global, a premier research and consultin...
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Kevin Laraia
Enterprise Sales
Kevin Laraia is a member of the Docupace executive team, serving as the EVP – Enterprise Sales. An experienced leader, Kevin served six years as a Captain in the U.S. Air Force and spent over 25 years in the financial services i...
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Patrick McMahon
Enterprise Business Solutions
Patrick McMahon is an Executive Vice President who works with C levels in the Financial Services and Wealth Management firms to execute on Digital Transformation Programs and processes. Patrick is driven by the fact that Digitizin...
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Joy Oshinomi
Finance and Accounting
Joy Oshinomi leads Finance and Accounting at Docupace. Her responsibilities include all aspects of the company’s financial management, reporting, accounting, and budgeting functions. The diligence Joy has exhibited during her te...
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Liz Pavlik
Product Strategy
Liz Pavlik is the Senior Vice President of Strategic Initiatives at Docupace. Liz joined Docupace in 2014, bringing over 15 years of experience of Insurance and Securities to the team. Hired as the Director of PMO, she was instrum...
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Kim Pederson
Product Delivery
Kim Pederson serves as the Executive Vice President, Professional Services at Docupace. Kim Pederson is an accomplished leader and financial services executive. For the past 30 years, Kim has worked with a wide range of clients of...
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Michael Pinsker
Founder and President
Born and raised in the Soviet Union, Mr. Pinsker immigrated to the United States in 1991, where he used his talent to earn a degree in Computer Science and Engineering from UCLA. Mr. Pinsker started his career in Information Techn...
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Ron Wallis
Engineering and Infrastructure
Ron Wallis serves as the Chief Technology Officer (CTO) at Docupace, helping clients harness the power of technology. Ron, within Docupace, leads initiatives, oversees development capacity, and advocates for technologies that empo...
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Board of Directors

Brad Bernstein
Chairman of the Board
Managing Partner, FTV Capital
David Knoch
Board Member
Chief Executive Officer, Docupace
Michael Pinsker
Board Member
Founder and President, Docupace
Robert Anderson
Board Member
Partner, FTV Capital
Adam Hallquist
Board Member
Vice President, FTV Capital